WORKFLOWS

Automate lead distribution to close 100% more deals

Route leads by agent skill or availability for quick resolution, great service and higher conversions.

TRIGGER

New lead from WhatsApp

CONDITION

Language = Spanish?

Yes
No

ACTION

Assign to Spanish team

ACTION

Assign to English team

200%

More customers

94%

Faster resolutions

93%

CSAT score

7 routing types to match leads with the right agents

Intelligent routing ensures every lead reaches the best-suited agent for faster resolutions and higher conversions.

Agent Availability Routing

Assign leads only to online team members so no inquiry goes unanswered and response times stay minimal.

Language-Based Routing

Connect leads with agents who speak their language for seamless communication and better customer experiences.

Skill-Based Routing

Connect leads to agents with relevant expertise so complex issues get resolved by the right specialist every time.

Function-Based Routing

Route leads to the right team -- sales, support or billing -- based on the nature of their inquiry.

Shift-Based Routing

Distribute leads across business hour shifts to ensure consistent coverage and balanced workloads around the clock.

Customer-Type Routing

Route new, returning or VIP customers to specialized agents who understand their history and expectations.

Round Robin Routing

Automatically distribute leads evenly across your team to maintain balanced agent workloads and fair distribution.

AUTOMATION

100+ automation actions

Automate repetitive tasks and build powerful workflows with a comprehensive library of actions.

Assign Ticket

Auto-assign to agents or teams

Add Reply

Automated responses to inquiries

Send Email

Trigger emails automatically

Set Status/Priority

Update ticket urgency levels

Notify Teams

Alert the right people instantly

Add/Remove Tags

Organize and categorize leads

Clone Tickets

Duplicate tickets for teams

HTTP Requests

Connect to external APIs

SMS/WhatsApp

Send messages via any channel

Delay Actions

Schedule timed follow-ups

"SalesRep's workflow automation transformed how we handle leads. We went from losing 40% of inquiries to responding to every single one within minutes. Our close rate has doubled."

VP of Sales, E-Commerce Company

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